A complete list of active advisors currently associated with Jackson Financial Services LLC

Warmer can help you find a great advisor at Jackson Financial Services LLC or one who fits your needs even better.

The firm provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses, and also serves as a fiduciary advisor to employer-sponsored retirement plans. Advice covers retirement and cash-flow planning, asset allocation and investment selection, insurance sufficiency, and tax-return preparation and representation, each delivered under a letter of engagement. Investment advice is delivered on a non-discretionary, advice-only basis focused on long-term fundamental strategies and strategic asset allocation informed by Modern Portfolio Theory, with recommendations typically implemented by clients through their chosen custodians. The firm emphasizes diversified allocations using mutual funds and ETFs, offers periodic (including quarterly) review and monitoring if requested, and provides ERISA 3(38) plan-level services including selection and monitoring of plan investments and participant education. Distinctive features include the principal’s dual credentials and roles: the adviser is a licensed CPA who provides separate engagement tax-preparation and IRS representation services, and is also licensed as an insurance agent, allowing the firm to advise on and implement certain insurance and annuity products. The firm’s combination of tax preparation/representation, insurance licensure, and retirement-plan fiduciary work — along with delivering participant education as part of plan services — is less common among solo independent advisers.

To learn more about the advisors currently working at Jackson Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.